CRM tutorial for beginners

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When setting up a new CRM it’s easy to be swept along with the automation that is offered. However, if you slow down and get your basics right, you’ll end up with a CRM that actually contains the information you want and a CRM you’ll continue to use.

During the initial set up, most cloud-based CRMs want you to connect your email account. And although this may seem like a good idea, you’ll feel overwhelmed by the number of contacts because your email account is NOT your contact list.

The easiest thing to do is allow the email sync to happen and then bulk delete the imported contacts. Once you have a clean dashboard, you can either upload a clean CSV file or you can set Piesync to continuously sync your CRM with all your contacts or with specific contacts in your Google or Outlook Contacts.

Instead of weeks spent cleaning data, 20 contacts at a time, you’ll get straight to work setting up your CRM exactly as you’d like it for your business. You’ll have a clean set of contacts and you won’t feel overwhelmed.

Most people delay, or stop, using a CRM because of the learning curve involved. However, as with any project, if you break it down into manageable chunks, you’ll have it set up and being useful in no time.

  1. Get your data clean and free of duplicates. You can use Google Contacts Find and Merge Duplicates for this. Find out more in this blog post.
  2. Allocate tags/labels to contacts so you can target specific groups with tailored information about your business.
  3. Download the CSV template for the CRM you’ll be using and copy your data into the appropriate fields. This ensures a seamless upload.
  4. Now you can reactivate the link to your email account and set your CRM to sync with your email provider.

If you’d like to know more about managing your contacts across devices and software, please get in touch and we will advise on the best software and systems to suit you and your business. Thanks for reading our CRM tutorial for beginners.